Creative Planning’s Nuveen Calif Div NZH Stock Holding History

Creative Planning’s Portfolio NZH Stock Details NZH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,450	Closed	-$53K	–	5068
2016 Q3	$53K	Hold	3,450	–	–	﹤0.01%	2323
2016 Q2	$55K	Hold	3,450	–	–	﹤0.01%	2085
2016 Q1	$52K	Hold	3,450	–	–	﹤0.01%	2086
2015 Q4	$49K	Buy	+3,450	New	+$47.2K	﹤0.01%	2149

Creative Planning's NZH Position: Q4 2016 in Review

Creative Planning sold out of Nuveen Calif Div (NZH) in Q4 2016, closing a stake of 3,450 shares — an estimated $53K sold.

Creative Planning first reported a position in NZH in Q4 2015 and held it in 4 quarters. The position peaked at $55K in Q2 2016. 0 funds tracked by Wall St. Rank hold NZH as of Q4 2016.

Creative Planning reported no remaining Nuveen Calif Div position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 3,450 Nuveen Calif Div shares in Q4 2016, an estimated $53K.
Creative Planning first reported a position in Nuveen Calif Div in Q4 2015 and held it in 4 quarters.
Creative Planning's Nuveen Calif Div position peaked at $55K in Q2 2016.
0 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.